Torsten Lippoldt

Manage a $2 billion bond portfolio; conduct market research. Recommend, develop, and implement policies and projects that guide and optimize the organization profitability and strategy. Lead department & manage a team of analysts and staff. Created and implemented cross-departmental teaching initiatives, engaging employees and foster collaboration. During tenure doubled the portfolio size, generating interest income in excess of $40 million annually.

Individually managed a $2.5 billion bond portfolio; conducted investment research, Buy & Sell decisions and execution; achieving monthly & annual interest revenue targets. Developed, recommended, and implemented database interface to automate regulatory reporting, as well as credit research for municipal bonds. Led a team of 6 analysts, accountants, and staff.

Managed a $2+ billion investment portfolio; developed, generated, and presented reports on portfolio performance, collateral, interest rate risk, credit risk, and policies & strategies. Developed and administered interest rate risk hedging via repurchase agreements and interest rate swaps. Negotiated multiple bi-lateral ISDA agreements to facilitate derivative transactions; negotiated a Master Repurchase Agreement.

Actively managed $800+ million of high net-worth client and trust fixed income & mixed equity/fixed income portfolios. Prepare reports on portfolio activity, trade recommendations, market outlook for clients, management, outside managers, accountants and auditors; Client-facing communication. Executed all trades & settlements; developed and implemented numerous asset allocation models and strategies for clients. During tenure, increased the AUM by $350 million.

Corporate Finance & International Business

Finance, Management, International Business

Financial Economics, Macroeconomics, Econometrics